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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,349 | $107,368-13.1% | $92,915+0.5% | $152,909-39.0% |
| Participation rate | 33.3% | 79.8%-46.5pp | 76.0%-42.7pp | 82.5%-49.1pp |
| Annual return | 21.66% | 145.64%-124.0pp | 109.45%-87.8pp | 345.46%-323.8pp |
| Employer contribution / active EE | $1,432 | $4,222-66.1% | $3,653-60.8% | $4,764-69.9% |
| Participant deferral / active EE | $5,372 | $4,848+10.8% | $4,238+26.8% | $5,851-8.2% |
| Admin fee / account holder | $448 | $7,082-93.7% | $5,796-92.3% | $11,601-96.1% |